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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
476
EFG Asset Management (Americas)
Florida
$391K – – –
NFG
477
Next Financial Group
Texas
$380K +$14.2K +184 +4%
FNYS
478
First New York Securities
New York
$380K +$380K +4,906 New
TWI
479
Thomas White International
Illinois
$379K – – –
PL
480
Parkwood LLC
Ohio
$376K -$15.5K -201 -4%
Citadel Advisors
481
Citadel Advisors
Florida
$375K -$3.17M -40,957 -89%
GVT
482
Genesee Valley Trust
New York
$373K -$13.5K -175 -4%
IHL
483
Investment House LLC
California
$363K -$7.72K -100 -2%
CEP
484
Chicago Equity Partners
Illinois
$362K +$362K +4,675 New
MFS
485
MSI Financial Services
Massachusetts
$358K +$92.2K +1,193 +35%
DTL
486
Dynamic Technology Lab
Singapore
$355K -$145K -1,876 -29%
EWM
487
Evermay Wealth Management
Virginia
$352K -$2.94K -38 -0.8%
OWD
488
Osborn Williams & Donohoe
Ohio
$352K – – –
FIM
489
Freedom Investment Management
Connecticut
$352K +$352K +4,556 New
Mackenzie Financial
490
Mackenzie Financial
Ontario, Canada
$350K +$26.7K +345 +8%
BJL
491
Brighton Jones LLC
Washington
$348K -$7.2K -93 -2%
TAM
492
Trillium Asset Management
Massachusetts
$345K – – –
WCM
493
Washington Capital Management
Washington
$340K – – –
PFBT
494
Parkside Financial Bank & Trust
Missouri
$328K -$3.09K -40 -0.9%
HCM
495
Howland Capital Management
Massachusetts
$327K +$98.2K +1,270 +43%
Parallax Volatility Advisers
496
Parallax Volatility Advisers
California
$318K -$456K -5,894 -59%
ALA
497
Atherton Lane Advisers
California
$317K – – –
FWM
498
Focused Wealth Management
New York
$316K +$1.7K +22 +0.5%
SFG
499
SNS Financial Group
Minnesota
$311K -$32.8K -425 -10%
HF
500
HRT Financial
New York
$308K -$52.6K -680 -15%
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